| ℹ️ |
Please note:
This feature is on limited release and will soon be available
to all customers.
|
The 'users and roles' section of your business account allows account admins to edit a user's role, or remove them from the account.
- If you do not have this section on your business account Contact us to add or remove a user
Types of roles
There are three types of user roles in a business account: Admin, Authorizer, and Inputter. All roles have dealing rights and can book legally binding transactions.
| Role | Permissions |
| Admin |
Admins have full access and approval rights. They can:
|
| Authoriser |
They can:
They cannot:
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| Inputter |
They can:
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How to edit user roles
Admins can edit user roles by:
Click the dropdown next to your profile in the top right-hand corner and select Users and roles. A list of all current users will appear.
In the Role column, click the dropdown next to the user’s current role (e.g., Admin, Inputter, Authorizer).
Select the new role you want to assign.
Confirm the role change.
To update multiple users at once, check the boxes next to their names before selecting the role you want to assign.
How to delete users from your account
Admins can delete users from an account by:
Click the dropdown next to your profile in the top right-hand corner and select Users and roles. A list of all current users will appear.
In the Role column, click the dropdown next to the user’s current role (e.g., Admin, Inputter, Authorizer).
Click Delete user.
Confirm user removal.
To delete multiple users at once, check the boxes next to their names before clicking Delete user.